AFG
IBTE

Atomi Financial Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Atomi Financial Group’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-53,011
Closed -$1.27M – 1039
2024
Q3 		$1.27M Buy
53,011
+18,832
+55% +$451K 0.08% 198
2024
Q2 		$820K Buy
+34,179
New +$817K 0.06% 253

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Atomi Financial Group's IBTE Position: Q4 2024 in Review

Atomi Financial Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 53,011 shares — an estimated $1.27M sold.

Atomi Financial Group first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $1.27M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Atomi Financial Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 53,011 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.27M.
  • Atomi Financial Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Atomi Financial Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.27M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.